China Property: A Closer Look At The House Price Dynamics Across 70 Cities (Dec 2024 Data)
In this note, we present the Real Estate Foresight's Data Update on NBS House Prices for December 2024 data released last Friday.
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Hong Kong Connect Flows (Dec 20th): Alibaba, CCB, China Mobile, ICBC, Ping An Insurance, Meituan
We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for Alibaba, CCB, China Mobile, ICBC, Ping An Insurance,...
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China Resources Land: A Play on China Retail and Consumption Recovery
For China's future growth, there is high uncertainty on trade. We think consumption is the part that government has to put effort on. CRL offers...
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Short Note: Position for Trump Trade and China Stimulus – Buckle up for Next Week
Next week is going to be huge with US Presidential election and China's NPC standing committee meeting taking place, both of which will have...
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Horizon Robotics IPO Trading - More than 55% of the Deal Taken up by Existing Shareholders
Horizon Robotics (9660 HK) raised around US$800m, including over-allocation, in its Hong Kong IPO. In this note, we talk about the trading dynamics.
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